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von Borstel & Associates’s JPMorgan Active Value ETF JAVA Stock Holding History

von Borstel & Associates’s Portfolio JAVA Stock Details JAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,085
Closed -$1.2M – 93
2025
Q3 		$1.2M Buy
+17,085
New +$1.15M 0.18% 63

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

von Borstel & Associates's JAVA Position: Q4 2025 in Review

von Borstel & Associates sold out of JPMorgan Active Value ETF (JAVA) in Q4 2025, closing a stake of 17,085 shares — an estimated $1.2M sold.

von Borstel & Associates first reported a position in JAVA in Q3 2025 and held it in 1 quarter. The position peaked at $1.2M in Q3 2025. 254 funds tracked by Wall St. Rank hold JAVA as of Q4 2025.

  • von Borstel & Associates reported no remaining JPMorgan Active Value ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 17,085 JPMorgan Active Value ETF shares in Q4 2025, an estimated $1.2M.
  • von Borstel & Associates first reported a position in JPMorgan Active Value ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's JPMorgan Active Value ETF position peaked at $1.2M in Q3 2025.
  • 254 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.